When adding new Users to your Virtuous Raise instance, you’ll need to assign them a selection of Permissions. Account User Permissions will dictate what areas of the app a User can access and what level of access they have to edit different details. This article will outline the various Account User Permissions available to manage the type of access a team member has.
Table of Contents
Access User Settings
Manage who has access to the different areas of the app in Settings, found in the left-hand menu.
On this page, you’ll find all current and past Account Users.
Account Settings
These settings dictate login and logout requirements that apply to ALL Users.
Automatic User Log Out
- When toggled on, this feature will automatically log Users out after 20 minutes of inactivity.
- When toggled off, Users will be required to manually log out to complete their session.
Multi-Factor Authentication Requirement
- When toggled on, this feature will require all Users to use MFA to access the app.
- When toggled off, Users will not be required to use MFA to access but the option is still available.
Create a New User
Each User has their own set of Permissions. To invite a new User, select the “New User” option in the top right corner of the page.
Account Owner
To invite a new User as an Account Owner, slide the toggle bar to set this level of access for the User. An Account Owner will have full access to the entire app as well as access to invoices.
Select “Save Changes” to complete the action. The new Account User will receive an email confirmation.
Full Access
Select the radio button to provide Full Access to the User. Full Access means “View and Edit” permission to all areas of the app.
Select “Save Changes” to complete the action. The new Account User will receive an email confirmation.
Custom Access
For more flexibility and control beyond the “Account Owner” and “Full Access” options, the “Custom Access” option will allow you to fine-tune each area of access.
No Access - This area of the app will not be visible to the User.
View Only - This area of the app will be visible to the User with no permissions to modify details.
View and Edit - This area of the app will be visible to the User and the User can modify existing data and add new data.
You can configure Custom Permissions in the following areas of the app:
- Pages, Premiums, Campaigns, & Emails
- Projects
- Donors, Transactions, & Reports
- Virtual Terminal
- Account Settings
- Merchant Accounts, Gateways, & Financial Settings
Select “Save Changes” to complete the process. The new User will receive a confirmation email.
Delete a User
To delete a specific User, select the three dots to the right of their record. Then select “Remove User.”
In the pop-out window, confirm the action by selecting “Yes, Remove User.”
Note: Account Owners cannot be deleted. A User must be demoted from an Account Owner role before they can be deleted.